Processes often get eyes rolling in the workplace - no one wants to be tied to a rigid set of rules to complete a task. BUT, processes don’t have to be used like that. Process maps are fantastic for thinking systematically about how a task gets completed and raise questions like:

• Is this the best way to do something?

• Can we remove any unnecessary steps?

• Does this meet our customers’ expectations?

• Is this the best use of resource?

A well-designed, properly managed set of standardized workflows actually enables your team to be more creative, and add more value in their daily work.

Processes are like a cheat sheet or a blue print to the best known way to do something, a task, an action, an interaction. They save time, and money, and are super helpful when training new recruits.

Processes are also vital as a business contingency tool. Particularly for small businesses, one person often holds responsibility and knowledge for many areas of work. The wheels should not fall off the business if one person is suddenly out of action.

Many SMEs do not have processes for any aspect of their business operations. If this is you, let’s talk, and get mapping.

Make the most of your investment in systems and software by ensuring that staff go through a change management process.

Staff will often have questions like, Why is this important? Why is it necessary? And most commonly, I don’t like doing things differently, what we have always done, works…

Change can be hard, and these questions are vital to talk through with the team.

The Digitise team are experts in training adults and making sure that staff feel confident and competent in using a new system, and how it fits into the bigger picture.

We’ll manage your digital project from start to finish. No matter which services you need from Digitise, we will work through a comprehensive process to ensure that your project deliverables are met, on time, within budget, and delivered with expertise and a few laughs along the way.

Digitising your business is exciting, but it can be overwhelming. We will ensure key stakeholders are informed on the project’s progress, as well as any obstacles, and will make sure that we’re asking the right questions, at the right time, to keep the project on track.

Automation and integrations are not about robots.

Automation is about removing the need to do manual, repetitive tasks, which take up a huge amount of time in most businesses.

Some useful automations include:

• Sales emails

• Customer journey touchpoint interactions

• Social & blog scheduling

• Prospect follow ups

Automation does not have to be impersonal. Among other things, great copy-writing is critical.

Integrations make sure that different pieces of software in your business “talk to” each other - they share information, and most importantly, integrations mean that you don’t have to enter the same information more than once.

Popular integrations include:

• CRM - Accounting software - Sales Quotes

• Proposal builder - Accounting Software

• Newsletter registration form - Marketing System lists

• CRM - Calendar - Smartphone Contacts

• Project Management software - CRM

Digitise will look at systems currently in use, and identify any gaps the business might have. We’ll design automated workflows based on the needs of the business, and staff. We’ll integrate software to reduce time input, and free up time for staff to get on with doing what they do best.

Manage a lean business and utilise technology to create operational efficiencies.

A CRM (Customer Relationship Management), is a centralised software system that helps you understand and manage your relationship with your customers.

Utilise CRM to:

• Manage customer and supplier information

• Understand how many leads, prospects and active customers you have

• Align business activity with the value of each deal

• Manage interactions with clients and prospects seamlessly within teams across the business
  

This is especially helpful for marketing and sales teams who often want to see how many touchpoints each customer has engaged in. Any good CRM will “talk to” other software in use within your business, like Xero for example. This makes doing good business, simple.

We’ll discover what’s important to your business, and provide a recommendation for the CRM that is best fit for the business. We’ll migrate existing information to your new CRM, create dashboards, sales and customer pipelines, integrate other software and set up reports so that you have key insight into sales activity, forecasts and customer interactions.